Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$100.3B
1,150M shares
52-week range
$83.80 – $100.84
20% from low
Sector
ELECTRIC SERVICES
Exchange
NYSE
CS
P/S (TTM)
3.3
EV / FCF (TTM)
67.5
Southern is one of the largest utilities in the US. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 46 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 13 gigawatts of natural gas generation and renewable energy across the US and sells the electricity primarily under long-term contracts.
www.southerncompany.comNo one on the platform currently holds SO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 431,600 | $41.7M |
| Bridgewater Associatesas of 2026-03-31 | 11,771 | $1.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-17 | $0.7600 | 2026-09-08 |
| 2026-05-18 | $0.7600 | 2026-06-08 |
| 2026-02-17 | $0.7400 | 2026-03-06 |
| 2025-11-17 | $0.7400 | 2025-12-08 |
| 2025-08-18 | $0.7400 | 2025-09-08 |
| 2025-05-19 | $0.7400 | 2025-06-06 |
| 2025-02-18 | $0.7200 | 2025-03-06 |
| 2024-11-18 | $0.7200 | 2024-12-06 |
| 2024-08-19 | $0.7200 | 2024-09-06 |
| 2024-05-17 | $0.7200 | 2024-06-06 |
No one on the platform has traded SO yet.
| 2024-02-16 | $0.7000 | 2024-03-06 |
| 2023-11-17 | $0.7000 | 2023-12-06 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 5.6% | 5.2% | 5.1% | — | — | — |
| Rev. Growth % | 10.6% | 7.7% | ||||
| Profit Margin % | 14.7% | 13.9% | 13.3% | |||
| Free Cash Flow Margin % | -9.9% | -4.6% | -5.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +3.5% on the P/E track.
At today's price, your expected annual return is +8.4% on the P/E track.
At today's price, your expected annual return is +13.0% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $30.6B | +7.4% | $4.59 | $4.55–$4.60 | 19.0× | 13 |
| 2027 | $32.4B | +6.0% | $4.93 | $4.86–$4.97 | 17.7× | 13 |
| 2028 | $34.6B | +6.8% | $5.38 | $5.21–$5.50 | 16.2× | 4 |
| 2029 | $36.5B | +5.4% | $5.77 | $5.52–$6.04 | 15.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $1.01 | $1.13 | +11.9% |
| 2026-04-30 | $1.21 | $1.32 | +9.1% |
| 2026-02-19 | $0.56 | $0.55 | -1.4% |
| 2025-10-30 | $1.51 | $1.60 | +6.0% |
| 2025-07-31 | $0.88 | $0.91 | +4.0% |
| 2025-05-01 | $1.20 | $1.23 | +2.5% |
| 2025-02-20 | $0.51 | $0.50 | -1.2% |
| 2024-10-31 | $1.34 |
| $1.43 |
| +6.7% |
| $92.8B |
| — |
| ETREntergy Corporation | $103.64 | -1.60% | $48.4B | — |
| EXCExelon Corporation | $42.72 | -1.02% | $44.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$VMSSF news coming out very soon!! Very + for sure $BHP $SO $FCX $MUX #copper #gold
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$SO better yet, check out $SOMN to own $SO; a bit complex with a conversion to equity formula and pays interest as a note vs QDI but solid for income/growth esp in IRA/Roth. Now with a 7.5% yield.
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$SO On a monthly chart, it's been above the 200 ema since the mid-1980's. The very best long-term buys have been around the 100 ema.
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$SO $OPEAZZX.P Georgia Power announces contract to serve OpenAI project approved Southern Company subsidiary Georgia Power announced that its contract to serve OpenAI's new project in Effingham County has been approved as part of the regulatory process with the Georgia Public Service Commission. With the projects announced to date and projected future growth in the state, Georgia Power customers are expected to see savings of at least $15 per month beginning in 2029 for the typical residential customer using 1,000 kilowatt-hours per month, an increase from the company's December 2025 commitment of $102 per year to $180 per year. The increased savings for customers are the result of projected incremental revenue from new large-load customers that is expected to provide savings of approximately $950M per year, increasing customer benefits to $2.847B over the three-year period of 2029-2031. The company's contract with OpenAI was filed with the Georgia PSC in July and includes 3,200 megawatts of new demand. Under that agreement, OpenAI will pay the full cost of the infrastructure needed to serve it and has committed up to 1,000 MW of flexible demand response, which enables Georgia Power to reduce energy delivered to the facility during periods of high demand and invest in fewer new generation resources to serve future growth.
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$PLUG You tagged the wrong companies. It should be utility companies and yes Plug is already working with many like $DUK $SO and many more like Kit Carson in New Mexico where the Hydrogen plant is already under construction. $BRK.B
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@cubie @itsphd @Jeremymartin007 @judgeyoung2 @jenbunn @ZY786 @jeremy4 @TraderRapp @tonyctl @Jeremy4 @zuby34 it’s for $SO our company sells replacement wear parts to power plants and southern company had a large annual show they organize each August.
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$ADBE $CM $BNS $EQIX $SO Adobe benefits from digital-media and AI adoption, Canadian Imperial Bank of Commerce benefits from banking activity, Bank of Nova Scotia benefits from credit and international banking, Equinix benefits from data-center demand, and Southern Company benefits from electricity demand and infrastructure investment. I'm watching software bookings, credit quality, data-center utilization, and power demand.
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$UUUU Energy Fuels is quietly showing something important: strength while much of the market struggles. The bigger picture is becoming increasingly interesting. Massive power producers such as $CEG Constellation Energy, $VST Vistra, $NEE NextEra Energy and $SO Southern Company are at the center of America’s rapidly growing electricity demand. AI data centers, electrification and reshoring all require one thing: more reliable power. Nuclear energy is becoming increasingly important in that equation — and every reactor needs fuel. That is where $UUUU becomes interesting. Energy Fuels offers U.S.-based uranium production while simultaneously building exposure to rare earths and critical minerals. The power boom needs generators. The generators need fuel. $UUUU sits further upstream in that supply chain. 🇺🇸⚛️🚀
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.